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Travelers Companies
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Overview Fund Activity

1,274 hedge funds and large institutions have $32.4B invested in Travelers Companies in 2023 Q2 according to their latest regulatory filings, with 122 funds opening new positions, 457 increasing their positions, 454 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,274
Holders Change
+22
Holders Change %
+1.76%
% of All Funds
20.09%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
122
Increased
457
Reduced
454
Closed
92
Calls
$125M
Puts
$94.5M
Net Calls
+$30.2M
Net Calls Change
+$23.6M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$177M
2
Barclays
Barclays
United Kingdom
+$109M
3
Morgan Stanley
Morgan Stanley
New York
+$96.2M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$92.4M
5
BG
Bahl & Gaynor
Ohio
+$52M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$379M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$318M
3
Capital International Investors
Capital International Investors
California
-$317M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$239M
5
Viking Global Investors
Viking Global Investors
Connecticut
-$64.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
551
AXS Investments
New York
$1.19M +$124K +714 +12%
AUB
552
Atlantic Union Bankshares
Virginia
$1.19M -$19.6K -113 -2%
VDI
553
Vaughan David Investments
Illinois
$1.18M -$17.4K -100 -1%
CA
554
Cetera Advisors
Colorado
$1.18M +$148K +851 +14%
BCI
555
Brinker Capital Investments
Pennsylvania
$1.17M -$630K -3,628 -35%
OPS
556
Orion Portfolio Solutions
Nebraska
$1.17M -$630K -3,628 -35%
GCA
557
Guardian Capital Advisors
Ontario, Canada
$1.17M -$25.7K -150 -2%
PMG
558
ProVise Management Group
Florida
$1.16M +$561K +3,228 +93%
FTDI
559
First Trust Direct Indexing
Massachusetts
$1.16M +$31.8K +183 +3%
CC
560
Courier Capital
New York
$1.16M +$687K +3,955 +146%
BI
561
Ballast Inc
Kentucky
$1.16M +$37K +213 +3%
RMC
562
Resources Management Corp
Connecticut
$1.15M +$1.15M +6,592 New
CG
563
Colony Group
Massachusetts
$1.13M -$261K -1,503 -19%
SAM
564
Silvercrest Asset Management
New York
$1.13M +$16.7K +96 +1%
BIAS
565
Beacon Investment Advisory Services
New Jersey
$1.1M +$1.1M +6,347 New
CAM
566
Cubic Asset Management
Massachusetts
$1.1M -$14.8K -85 -1%
SCA
567
Snowden Capital Advisors
New York
$1.09M +$270K +1,554 +33%
NFA
568
Northern Financial Advisors
Michigan
$1.08M +$39.4K +227 +4%
BFS
569
Bard Financial Services
Connecticut
$1.07M – – –
IWC
570
Integrated Wealth Concepts
Massachusetts
$1.07M +$38.9K +224 +4%
IFWM
571
Institute for Wealth Management
Colorado
$1.07M – – –
S
572
SignatureFD
Georgia
$1.07M -$72.9K -420 -6%
MC
573
Moors & Cabot
Massachusetts
$1.06M +$64.4K +371 +6%
EFS
574
Essex Financial Services
Connecticut
$1.06M -$356K -2,049 -25%
IFU
575
iSAM Funds (UK)
United Kingdom
$1.06M -$421K -2,422 -28%
21 22
23
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